POS Integration

Gift Card Sales Gift card sales are imported from the POS each night on their respective sales tickets. This is imported as a sales item on that ticket with the corresponding category you’ve assigned in the POS. On the DSS journal entry this will credit the GL Account you’ve specified in the R365 Sales Account mapping. This is usually Gift Card Liability and as shown in the screenshot below of your sales accounts where the category is related to gift cards, that is the case. Gift Card Payments When a customer pays with a gift card this also comes over … Continued

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module Purpose & Overview Jobs are used in various ways by the system. They are assigned to employees and used by the scheduling module. They are also used in conjunction with the POS integration to track employee punches which make up the labor accrual journal entry. The job form will be described directly below followed by sections describing the job’s effect on the POS integration and labor accruals. Creating/Viewing/Editing Jobs Jobs can be created in 2 ways. They are most often created by … Continued

Purpose & Overview: Payment Type Accounts are required for all POS integrations to Restaurant365 in the same way Sales Accounts are. A Payment Type Account’s purpose is to tell Restaurant365 what GL Account to debit when accounting for individual sales tickets imported from the POS. It is a ‘mapping’ of tenders, discounts, and other offsets/reductions to the sale of goods in the POS system, to a Restaurant365 GL Account. Here is a diagram & example: The Restaurant365 POS integration automatically creates unique Payment Type Account records (in R365) for every payment & discount from sales tickets imported from the POS … Continued

Restaurant365 provides a very powerful and reliable integration with your POS system. In the rare event that your POS sales numbers don’t match the DSS record in Restaurant365, here are the steps you should take: Check to make sure the POS was closed out and completed before the Restaurant365 integration ran. If not, re-run the the integration for that day using the Import Tool. Check to see if any changes have been made to your POS. If there have been, please make us aware of these changes. Review your Restaurant 365 Sales Accounts, Payment Type Accounts and Job Titles to … Continued

Restaurant365 integrates with many POS systems. Here is an overview what the integrations create in Restaurant365 each time it is run: System Requirements – The machine housing the integration must have at least .net 4.0 and Internet Explorer 9. Frequency – The integration can be configured to run automatically each night. It can also be run on-demand at the end of the day by one of the store managers. Data Flow – The integration is a one-way integration from the POS system to Restaurant365. Restaurant365 does not pass any information back to the POS system. Data – The integration … Continued

Purpose and Overview: Sales Accounts are required for all POS integrations to Restaurant365 in the same way that Payment Type Accounts are. A Sales Account’s purpose is to tell Restaurant365 what GL Account to credit when accounting for individual sales tickets imported from the POS. It is a ‘mapping’ of POS Sales Categories and POS Service Types to a Restaurant365 General Leger Account. Here is a diagram & example: The Restaurant365 POS integration automatically creates unique Sales Account records (in R365) for every combination of Sales Category and Service Type from sales tickets imported from the POS to R365. Each … Continued

Re-importing Daily Sales Summary (DSS) Files Restaurant365 customers that are using a non-Cloud-based POS system have the ability to manually re-import Daily Sales Summary (DSS) files. Note: the following Cloud-based POS Systems are exceptions and require assistance from the Restaurant365 POS Integration Team to re-import DSS files: Brink Revel Square Clover Toast Breadcrumb For DSS re-import assistance with a Cloud-based POS please contact Restaurant365 Support and include the following details: Restaurant365 URL: https://groupname.restaurant365.net Location Name / Number: Date(s) of missing DSS(s): Troubleshooting Before Re-import Before attempting to re-import manually, and before contacting Restaurant365 Support, please review the article Troubleshooting tips for missing DSSs … Continued

For POS Integrated Locations, a Daily Sales Summary (DSS) file will be imported each day for the prior day’s Sales and Labor. Click here for more information on the Daily Sales Summary. In addition to the DSS file being imported each day, two DSS Journal Entries are created from the data on the DSS. DSS Journal Entry Walkthrough To demonstrate where DSS Journal Entries are located, how you can view them, and how you can update and approve them, please read the following walkthrough: Record Locations: Daily Sales Summary Before any DSS Journal Entries will appear, the DSS must be imported. This is … Continued

Day Parts, or Dayparting, is the practice of breaking up an Operations Day in to segments that can then be individually reported on. Restaurant365 gives users the ability to create up to six Day Parts with their corresponding Names and Start / End Times. Day Parts are created and managed on the Location Record. Various Operational Reports allow users to run the Reports by Day Part. Additionally, on the Daily Sales Summary (DSS), the Comment tab will contain Comment Sections for each respective Day Part of the Location, as shown below: The final location where Day Parts are … Continued

The POS Integration is governed by several settings in Restaurant365. These settings reside on various screens and can be accessed and updated by a User with the ‘Accounting Manager’ Primary Security Role and ‘User Setup’ Secondary Security Role. The following articles detail the screens where POS Integration Settings can be accessed and updated as needed Preferences Screen Location Record POS Groups *Click here for more information on all settings located in System Preference